See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,677 | $167,307-67.9% | $143,757-62.7% | $134,475-60.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.16% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,361 | $5,619-58.0% | $4,951-52.3% | $4,740-50.2% |
| Participant deferral / active EE | $10,863 | $6,446+68.5% | $5,637+92.7% | $6,400+69.7% |
| Admin fee / account holder | $427 | $18,088-97.6% | $14,673-97.1% | $11,426-96.3% |